Principle Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Hold |
1,736
| – | – | 0.03% | 247 |
|
|
2025
Q1 | $366K | Hold |
1,736
| – | – | 0.03% | 254 |
|
|
2024
Q4 | $408K | Hold |
1,736
| – | – | 0.03% | 243 |
|
|
2024
Q3 | $382K | Hold |
1,736
| – | – | 0.03% | 255 |
|
|
2024
Q2 | $372K | Hold |
1,736
| – | – | 0.03% | 251 |
|
|
2024
Q1 | $339K | Hold |
1,736
| – | – | 0.03% | 266 |
|
|
2023
Q4 | $304K | Hold |
1,736
| – | – | 0.03% | 268 |
|
|
2023
Q3 | $267K | Hold |
1,736
| – | – | 0.03% | 270 |
|
|
2023
Q2 | $275K | Hold |
1,736
| – | – | 0.03% | 276 |
|
|
2023
Q1 | $241K | Hold |
1,736
| – | – | 0.03% | 289 |
|
|
2022
Q4 | $209K | Hold |
1,736
| – | – | 0.02% | 301 |
|
|
2022
Q3 | $207 | Hold |
1,736
| – | – | 0.02% | 283 |
|
|
2022
Q2 | $217K | Buy |
+1,736
| New | +$217K | 0.03% | 285 |
|